LyondellBasell Industries NV (LYB)vsPPG Industries Inc (PPG)
LYB
LyondellBasell Industries NV
$77.75
+2.25%
BASIC MATERIALS · Cap: $24.20B
PPG
PPG Industries Inc
$106.41
+2.24%
BASIC MATERIALS · Cap: $23.96B
Smart Verdict
WallStSmart Research — data-driven comparison
LyondellBasell Industries NV generates 84% more annual revenue ($29.67B vs $16.12B). PPG leads profitability with a 9.8% profit margin vs -2.7%. PPG appears more attractively valued with a PEG of 1.39. PPG earns a higher WallStSmart Score of 63/100 (C+).
LYB
Hold41
out of 100
Grade: D
PPG
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.6%
Fair Value
$88.30
Current Price
$77.75
$10.55 discount
Margin of Safety
+16.2%
Fair Value
$156.34
Current Price
$106.41
$49.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
Operating margin of 3.5%
ROE of -6.0% — below average capital efficiency
Revenue declined 6.3%
4.2% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : LYB
The strongest argument for LYB centers on Price/Book.
Bull Case : PPG
The strongest argument for PPG centers on Return on Equity, P/E Ratio, Price/Book. PEG of 1.39 suggests the stock is reasonably priced for its growth.
Bear Case : LYB
The primary concerns for LYB are PEG Ratio, Operating Margin, Return on Equity.
Bear Case : PPG
The primary concerns for PPG are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
LYB profiles as a turnaround stock while PPG is a value play — different risk/reward profiles.
PPG carries more volatility with a beta of 1.16 — expect wider price swings.
PPG is growing revenue faster at 6.7% — sustainability is the question.
PPG generates stronger free cash flow (-163M), providing more financial flexibility.
Bottom Line
PPG scores higher overall (63/100 vs 41/100). LYB offers better value entry with a 32.6% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
LyondellBasell Industries NV
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
LyondellBasell Industries N.V. (NYSE: LYB) is a Dutch-domiciled multinational chemical company with American and British roots, incorporated in the Netherlands, with U.S. operations headquarters in Houston, Texas, and offices in London, UK. The company is the largest licensor of polyethylene and polypropylene technologies. It also produces ethylene, propylene, polyolefins, and oxyfuels.
PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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